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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| WA | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T3 Trading Group,Llc | New York | NY | 03/2021 | 09/2021 |
| Saint Martins University | Lacey | WA | 08/2015 | 05/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2023 | 10/2023 |
| Columbia Bank | Tacoma | WA | 01/2023 | Present |
| Columbia Bank | Gig Harbor | WA | 01/2022 | 10/2022 |
| Canterwood Golf And Country Club | Gig Harbor | WA | 07/2022 | 08/2023 |
| Raymond James Financial Services, Inc. | Tacoma | WA | 12/2023 | Present |
| Unemployed | Gig Harbor | WA | 09/2021 | 01/2022 |
| Raymond James Financial Services Advisors, Inc | Tacoma | WA | 01/2025 | Present |
(1)Name of Business: Columbia Wealth Advisors Address: 1301 A St Ste 800, Tacoma, WA, 98402-4205, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/30/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor, acting as a financial advisor offering advisory/commission based products to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-18 |
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